The Great Rotation: Navigating Tech Fatigue and New Tariffs

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1670. In this episode, Sunny Sideup analyzes the market's shift from highgrowth technology toward value and defensive sectors. While the Dow hit new heights driven by financials, tech struggled with AI fatigue and disappointing hardware earnings. The discussion covers the impact of new international tariffs, rising oil prices amid geopolitical tensions, and strategic advice on rotating into financials, hedging with gold, and exercising caution with international ETFs.

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

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The Great Rotation: Navigating Tech Fatigue and New Tariffs

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